Rod Blum Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 3, 2013. Includes 30 assets and 1 liabilities.

Year:

2013

Est. Net Worth

$858K

2013 annual disclosure

Total Assets

$729K - $1.7M

30 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$925K

Midpoint of disclosed ranges

Assets by Category

Stocks$1.1M (13)

Bank & Cash$41K (2)

Other$41K (2)

Mutual Funds$25K (4)

LLC / Partnership$0 (8)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

ConocoPhillipsCOP

$175K

Exxon Mobil CorporationXOM

All Assets (30)

Asset	Type	Owner	Value	Income
Peoples First Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Agency Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
BBT Corp. Stock(TFC)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Berkshire-Hathaway(BRK.B)	Stocks	Self	$500,001 - $1,000,000	Capital Gains $5,001 - $15,000
Capital Trust	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Coke Fusion Corp Stock	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Duke Energy Corp(DUK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
General Electric(GE)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Hartford Financial Services Group(HIG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
KeyCorp(KEY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Office Depot Inc.(ODP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PNM Resources Inc.(PNM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
SunTrust Banks Inc.(STI)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Wells Fargo & Co.(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Abbott Laboratories(ABT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Bridging World Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Envest Investment	Other	Self	$1,001 - $15,000	Capital Gains $1 - $200
TRP 15	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Ameriprise Trust	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
American Funds American Mutual Fund	Mutual Funds	Self	$1 - $1,000	Capital Gains $1 - $200
Salt Creek LLC	LLC / Partnership	Self	N/A	None
Daphne Inv. LLC (42%)	LLC / Partnership	Self	N/A	None
Daphne Inv. (4-2%)	LLC / Partnership	Self	N/A	None
Baldwin LLC (70%)	LLC / Partnership	Self	N/A	None
Dept of Commerce	Gov. Securities	Self	N/A	Interest
Longhorn (4-2%)	LLC / Partnership	Self	N/A	None
Longhorn (4-2%)	LLC / Partnership	Self	N/A	None
Loon Lake LLC	LLC / Partnership	Self	N/A	None
Onshore Farms	LLC / Partnership	Self	N/A	Farm Income

Liabilities (1)

Creditor	Type	Amount	Rate	Term
M&T Bank	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Energy$525K

Consumer Cyclical$75K

Consumer Defensive$175K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).